The best CRM software for trades
Most trade shops get by without one of these. You need a CRM when quotes pile up and nobody chases them, not when you want a customer list. Then watch the pricing model. Field-service tools bundle users into flat tiers, while CRMs charge per seat, so every office person you add costs the same again.
Who wins where
I want the tool that covers the most ground. Ranked by how many of this category's jobs the tool does out of the box. Features that cost extra count for less than ones that are included, and we do not reward a long feature list if half of it is an add-on.
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Zoho CRM5 of 5 included outright.Our review
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HubSpot4 of 5 included outright.Our review - 3
Pipedrive3 of 5 included outright.Our review - –
FieldPulseNot enough researched detail to judge.Our review - –
Housecall ProNot enough researched detail to judge.Our review - –
JobberNot enough researched detail to judge.Our review - –
KickservNot enough researched detail to judge.Our review - –
Method:CRMNot enough researched detail to judge.Our review - –
ServiceTitanNot enough researched detail to judge.Our review
What decides it in CRM
Every seat you add costs the same again
Per user pricing is the shape of this category, and paying monthly costs a lot more than paying for the year. Pipedrive Lite is $14 per user a month on annual billing, or $24 month to month. Zoho CRM Standard is $14 a seat annually and about $20 monthly, with four paid tiers running from $14 to $52 a seat. Method:CRM starts at $35 per user a month, or $27 on annual. HubSpot's paid Starter is about $20 a seat (all as of August 2026). Now do the multiplication for everyone who needs a login. Four office staff on Method Pro at $59 a seat is $236 a month, which is more than most field-service tools charge for the whole shop.
Free plans stop at two or three users
Two of these have a free plan a small shop can sit on for a while. HubSpot is free for 2 users and about 1,000 contacts, and it logs calls, emails and notes against each customer. Zoho CRM is free forever for 3 users and 5,000 records, but you get tasks only, with no mass email. Pipedrive has no free plan at all, just a 14-day trial with no card. The step up is where free bites. HubSpot's jump to Professional is steep, and Sales Hub Professional adds a one-time onboarding fee of about $1,500 that you cannot skip (as of August 2026). A cheap start can turn into a large annual bill the first time you outgrow two logins.
Chasing an old quote is the actual job
The feature that pays for a CRM is the nudge to follow up on an estimate you sent two weeks ago. Check how far each plan lets you take that. Pipedrive is built around it. It prompts a next step on every deal and flags idle ones as rotting, on every plan. Zoho gives you tasks with reminders everywhere, but automated follow-up cadences start on Standard. HubSpot gives task reminders on every plan and holds automated sequences back for Sales Hub Professional. Pipeline counts matter too. HubSpot allows 1 pipeline on free, 2 on Starter and 15 on Professional, so a shop that wants new installs and service work tracked separately hits that ceiling early.
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